Purchases and Sales Made in Q1 2025 in Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-8.41K- 46.35% |
$323K - $370K
|
9.73K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 21.92% |
$398K - $456K
|
36.9K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-17.9K- 49.8% |
$686K - $787K
|
18K
$725K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 74.46% |
$686K - $787K
|
6.13K
$247K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 39.86% |
$720K - $825K
|
28.3K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.1K- 44.46% |
$925K - $1.06M
|
30.1K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-50.7K- 13.42% |
$1.95M - $2.23M
|
327K
$13.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54.8K- 41.82% |
$2.1M - $2.41M
|
76.2K
$3.07M
|